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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

287 hedge funds and large institutions have $3.2B invested in Invesco FTSE RAFI US 1000 ETF in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+28
Holders Change %
+10.81%
% of All Funds
6.4%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.6%
New
52
Increased
81
Reduced
90
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$318M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$142M
3
Bank of America
Bank of America
North Carolina
+$42.7M
4
Goldman Sachs
Goldman Sachs
New York
+$26.5M
5
AF
Allworth Financial
California
+$17.4M

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
-$24.9M
2
Invesco
Invesco
Georgia
-$23.4M
3
WA
Waverly Advisors
Alabama
-$22.7M
4
USAA
United Services Automobile Association
Texas
-$13M
5
Wells Fargo
Wells Fargo
California
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$399K +$27.5K +1,355 +7%
WIA
177
Wealthstreet Investment Advisors
Texas
$398K -$318K -14,745 -44%
WB
178
Webster Bank
Connecticut
$394K -$260K -12,820 -40%
CFS
179
CRA Financial Services
New Jersey
$369K +$369K +18,145 New
PP
180
Prudential plc
United Kingdom
$366K +$173K +8,500 +89%
HCM
181
Horiko Capital Management
New York
$366K +$366K +18,000 New
HSBC Holdings
182
HSBC Holdings
United Kingdom
$363K – – –
WF
183
WealthTrust Fairport
Ohio
$361K – – –
COI
184
Capital One Investing
Virginia
$361K +$361K +17,775 New
JCM
185
Jacobi Capital Management
Pennsylvania
$345K -$10.2K -500 -3%
VNA
186
Valley National Advisers
Pennsylvania
$340K -$2.54K -125 -0.7%
CS
187
Comerica Securities
Michigan
$336K – – –
IDA
188
Intelligence Driven Advisers
California
$331K +$331K +16,285 New
WWM
189
Western Wealth Management
Colorado
$331K +$331K +16,320 New
RJT
190
Raymond James Trust
Florida
$321K -$11.1K -545 -3%
FIM
191
Frontier Investment Management
Texas
$321K – – –
SFA
192
Sequoia Financial Advisors
Ohio
$321K – – –
SWM
193
SVA Wealth Management
Wisconsin
$319K – – –
UCFA
194
United Capital Financial Advisors
Texas
$318K +$9.66K +475 +3%
N
195
Natixis
France
$316K +$1.83K +90 +0.6%
DY
196
Dowling & Yahnke
California
$314K – – –
ONB
197
Old National Bancorp
Indiana
$312K – – –
LNC
198
Lincoln National Corp
Pennsylvania
$301K -$18.7K -920 -6%
CCM
199
Covington Capital Management
California
$289K – – –
FCI
200
Financial Counselors Inc
Kansas
$284K -$35K -1,725 -11%
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8
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